Client Services Specialist for Financial Advisors

PowerToFly; Santa Monica (CA); On-site; USD 34,320 - 90,000; Part time

Benefits offered by this job

Comprehensive employee benefits

Flexible hours

Opportunities for career development

Job summary

A financial services company is hiring a Registered Client Service Associate to provide exceptional client service. The role involves supporting Financial Advisor teams, executing transactions, and managing client inquiries. Ideal candidates will possess strong organizational skills, knowledge of financial products, and relevant certifications. This position offers flexible part-time hours and the opportunity to work in a dynamic team environment.

Qualifications

• High School Diploma or equivalent required.
• Active Series 7 and Series 66 or Series 63 and 65 certifications needed.
• Two or more years of industry experience preferred.

Responsibilities

• Support the FA team in cultivating client relationships.
• Execute client money transactions as directed.
• Provide support with client account inquiries.

Skills

Knowledge of financial services products

Detail oriented

Advanced Microsoft Office skills

Exceptional writing and interpersonal skills

Strong time management skills

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 and Series 66 or 63 and 65

Job description

A financial services company is hiring a Registered Client Service Associate to provide exceptional client service. The role involves supporting Financial Advisor teams, executing transactions, and managing client inquiries. Ideal candidates will possess strong organizational skills, knowledge of financial products, and relevant certifications. This position offers flexible part-time hours and the opportunity to work in a dynamic team environment.